Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,714,478 | $180,461+850.1% | $154,110+1012.5% | $135,381+1166.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.91% | 888.23%-892.1pp | 735.22%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $18,197 | $6,035+201.5% | $5,298+243.5% | $4,779+280.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $248,512 | $16,146+1439.2% | $13,412+1752.9% | $10,828+2195.0% |